FREE WORKSHOP: Wednesday @ 1pm Eastern

Lower Tax. Increase Donations. Preserve Wealth.

Leverage Trusts And Foundations To Control, Grow & Transfer Wealth In Highly Tax-Savvy Manner

Lower Tax.

Increase Donations. Preserve Wealth.

Leverage Trusts And Foundations To Control, Grow & Transfer Wealth In Highly Tax-Savvy Manner

Unlock The Power Of Strategic Philanthropy™

Discover The Strategies Used By Billionaires & Wealthy Families To "Control Wealth, Not Own It", While Minimizing Taxes On Several Fronts

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What you'll learn at the workshop:

  • ASSET PROTECTION & ESTATE SIZE REDUCTION

    Discover how you can make your assets untouchable, unreachable, and judgement-proof against lawsuits and claims (both business and personal, tangible and intangible) by aligning a private foundation to your existing legal structures (corporations, wills, revocable, or irrevocable trusts).

  • MULTI-GENERATIONAL WEALTH PRESERVATION AND MANAGEMENT

    Learn how to leverage the combined power of trusts and foundations to ensure your life's work is not diluted or blown away by financially irresponsible heirs, or tied-up in internal legal battles among family members.

  • MULTI-FACETED TAX REDUCTION STRATEGIES

    Learn how you and your family members can reduce several layers of taxes by integrating trusts and foundations strategically. Here are the different types of taxes we aim to mitigate:

    • Income tax: lowering taxable income by up to 30% every year, for the rest of your life

    • Capital gain tax: lowering capital gains tax on liquidation events

    • Estate & Gift tax: lowering or avoiding estate and gift tax (ranges from 18-40%)

    • Inheritance tax: avoiding state inheritance tax (limits are much lower than federal limits)

    • Probate costs: avoiding probate costs (2-6% of estate FMV + attorney fees + public hearing)

    • Trusts & estate tax: lowering trust & estate taxes that reach 37% for the lowest bracket $17K

  • TAX-FREE IMPACT INVESTING WITH FOUNDATIONS

    Master the world of private foundations, the ultimate "investment" vehicle that allows philanthropists to control their assets without the burden of ownership, legally circumvent all sorts of taxes, build a tax-free investment portfolio, and use a portion of the charitable investment fund to advance nonprofit causes and missions in a much more structured and organized manner.

  • FOUNDATIONS ALIGN LAW, TAX, AND FINANCE, WITH PHILANTHROPY™

    Discover the steps involved in starting a foundation, the costs of setting it up, the cost of ensuring it's in compliance, and some of the rules and regulations that come with running a foundation.

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Law and Tax Consulting, LLC.

IMPORTANT: LEGAL DISCLAIMER

The information contained on this page does not constitute legal, tax, of financial advice and is strictly for educational and entertainment purposes only. Please consult an attorney or advisor in your area to get a second opinion on legal matters. We are a consulting firm that houses attorneys, accountants, and other licensed professionals who who execute strategies for our clients. No attorney-client relationship is formed by scheduling a call, filling out forms, attending workshops, participating in the Hotline, or by sending us an email.